Chris Daniels BSc DipPFS CertCII (MP)

Senior Paraplanner | Advice Proposition Manager

Following his completion of a BSc in Accounting at Cardiff University, Chris went on to work for Lloyds Banking Group where he remained for just under six years. During this time, he completed his Level 4 Diploma in Financial Advice independently with the LIBF.

Once qualified, Chris made the decision to look for a paraplanning role and joined the Niche team. Chris has since attained the CII’s Diploma in Financial Planning and is working toward achieving Chartered status.

As our Advice Proposition Manager, Chris oversees the management and delivery of our financial advice, helping us to implement our principles and proposition consistently across the business.

Outside of the office, Chris is an avid Manchester United fan and plays for Llandaff Cosmos FC in the Cardiff & District Premier Division. Chris also plays for “The world’s most spellbinding 5-aside team” FCFC every Monday.

Chris is a proud husband to Samantha, and father of his son Harry and stepson Oscar, with whom he spends the remainder of his free time.

Qualifications

BSc Accounting

LIBF Diploma for Financial Advisers (DipFA)

Unit 1 - Financial Services Regulation and Ethics (FSRE)

Unit 2 - Advanced Financial Advice

CII Level 4 Diploma in Financial Planning (DipPFS)

R01 - Financial Services, Regulation and Ethics

R03 - Personal Taxation

R06 - Financial Planning Practice

LP2 - Financial Services Products and Solutions

CF6 - Mortgage Advice

JO2 - Trusts

AF4 - Investment Planning

AF5 - Financial Planning Practice

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